Conducted comprehensive research on health care providers and licensees of Current Procedural Technology (CPT), leveraging data analytics methodologies to extract past royalty information, scrutinizing contract terms, and identifying compliance violations against license agreements and fair use standards. Maintained data integrity across various platforms, ensuring the accuracy and compliance of royalty data and other licensee information. Collaborated with cross-functional teams to analyze complex data findings and provide actionable insights for accounts payable team and other interested parties. Trained and supported health care practitioners and billing specialists on AMA processes by resolving customer problems with compliance, licensing, and reporting; communicating updates in operational procedure; clarifying contract and license terms and optimizing methods to generate and deliver licensing reports and invoices in Salesforce and Excel.

Managed relationships with wholesale mortgage lenders and served as their liaison to the Secondary Marketing Department. Guided Loan Officers through boutique brokers’ processes to ensure operational and financial compliance and optimal pricing. Coded loan programs in Encompass that accurately reflected mortgage investor offerings. Maintained a reference library with accurate and up to date investor guidelines according to contract terms and regulating bodies. Trained and monitored team members on compliance with licensing, contracts, and operations procedures for each unique partner mortgage lender.